Operations Associate

Position Title: Operations Associate
 

Location: 10 High Street, Suite 302 Boston, MA 02110
 

Position Level: Entry Level to Mid-Level
 

Position Type: Full Time
 

Reporting To: Director of Operations and Compliance
 

Current As Of: April 2026
 

Salary: $55,000 - $65,000
 

Overview: Operations Associate
 

This position is responsible for maintaining the operations and compliance functions of Siharum Advisors, LLC (“the firm”), supporting the systems infrastructure of the firm, providing critical support to the firm’s mission of offering premier wealth management solutions to its clients, and continually improving the efficiency and efficacy of day-to-day operations. The Operations Associate reports to the Director of Operations and Compliance and works in close collaboration with the Client Services Team to support the firm’s Advisors.
The firm is an independent, open-architecture investment advisory firm, formed to serve high net worth individuals and foundations. The firm’s open- architecture platform offers consulting services to clients with greater than $20 million in assets and discretionary asset management services to clients with greater than $2.5 million in investable assets. Founded in 2008, the firm currently has over $600 million in assets under management.
 

Primary Responsibilities:
 

• Ensure data integrity of all data used by the firm for trading and reporting purposes.
 

• Validate the completeness and accuracy of the firm’s trading and accounting platforms through daily checks and regular reconciliations to custodian data.
 

• Maintain and oversee all trade processing functions including security set-ups, client account set ups, trading model set-ups, and trade execution/reconciliations.
 

• Assist with all client service administrative needs, such as wire, journal, trade, and account requests, as well as ad-hoc client requests, and new client on-boarding processes.
 

• Provide professional handling of incoming phone calls and client requests.
 

• Ensure completeness, accuracy, and timeliness of quarterly client reporting and assist with finalizing all outbound client communications, including letters, spreadsheets, performance, and other client reports.
 

• Maintain and develop productive working relationships with various client custodians, vendors that support critical applications within the firm, and interested parties.
 

• Prepare materials and data for periodic internal meetings to review trade system configurations, portfolio data, and investment models and duly complete the implementation of any recommended changes.
 

• Implement the firm’s compliance program through periodic reviews, testing, reporting, and continual assessment of the controls structure.
 

• Proactively oversee the firm’s trading system services to ensure new features and changes are actively monitored and assessed for process improvements and efficiencies.
 

• Assist with client meeting preparation, including creation of documents and conference room set-up.
 

• Assist with maintaining electronic filing systems including proper usage of the firm’s CRM.
 

• Assist with periodic training on the usage and maintenance of the firm’s CRM, trading systems, reporting systems, and compliance systems.
 

• Assist with updating the firm’s marketing materials.
 

• Proactively lead system projects for proper maintenance of IT infrastructure, improvements to systems, and monitoring of system upgrades.
 

Experience:
• Demonstrated experience working in an operations role or similar function (1-2 years preferred)
 

• Strong PC Skills (Microsoft Office) and adept at using Excel and learning new systems
 

• Excellent written and oral communication skills
 

• Strong organizational, time-management, and project management skills; ability to work independently and equally well in teams
 

• Ability to multi-task, prioritize, and deliver timely on tasks, assignments, and projects
 

• Highly motivated and detail-oriented
 

• Team player who is results-oriented, curious, and willing to be actively involved in solutions
 

• High degree of professionalism and confidence; ability to interact with all levels of an organization in addition to clients and third parties.
 

• Strong understanding of the investment industry
 

Education:
• Bachelor’s Degree required
 

• Concentration in Finance preferred